Division of Research Offices > Research Services > Effort Reporting

Effort Reporting (aka Time and Effort):

Effort reporting is required on all federal and federal flow-through awards and awards with cost-shared effort. An email from OCG notifying the Department Business Manager (DBA) that the effort reporting records are ready will be sent out at the end of each quarter.

Effort Reporting Requirements and Administrative Procedures

The Department Business Manager must complete the following process within 90 days of the end of each quarter:

• Enter the direct effort that was charged, per payroll, by individual into RD2K.
• Print the Effort Reports from RD2K.
• Distribute Effort Reports to faculty and staff for certification.
• Review the percentage entered when the signed reports are returned.
• Processes any payroll reallocations resulting from difference in the effort reported and payroll reports.
• Upload the Effort Reports to RD2K when certification and review is completed.

When the Effort Reports are uploaded, the Office of Contracts and Grant (OCG) will take the following steps:

• Reviews Effort Report forms and identify any necessary follow-up.
• Track the receipt of Effort Report forms to ensure 100 percent completion.
• Contacts DBA and faculty to follow-up with Effort Report forms that are not returned in a timely manner.
• Forward Effort Report forms with payroll discrepancies to the appropriate DBA for follow-up (payroll relocation), if needed.

If Effort Reports are not completed and returned by the following period, OCG will inform the VC/VP for Research and Technology Transfer.

Below, see step-by-step guides on completing Effort Reporting tasks in RD2K and PeopleSoft.

Effort Reporting Form and RD2K Tasks

View a guide to the Effort Reporting Form.
How to: Print effort reports for each quarter
How to: Add a non-PI to an award they are paid on
How to: Enter effort by individual
How to: Enter Committed Effort
How to: Upload signed effort reports
How to: Use the PeopleSoft Payroll Query for Effort Report Verification and Confirmation
How to: Verify actual time against Peoplesoft payroll
Effort Reporting – Calculation Worksheet
Sample Justification memo
Q&A: Effort Reporting